J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 67 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,095 | -50.0% | 10,417 | -49.2% | 0.04% | -49.3% |
| Q2 2023 | $914,644 | -66.5% | 20,503 | -66.3% | 0.07% | -68.4% |
| Q1 2023 | $2,730,224 | +72415.9% | 60,766 | -29.2% | 0.23% | -33.6% |
| Q4 2022 | $3,765 | -99.9% | 85,870 | +0.4% | 0.35% | -7.4% |
| Q3 2022 | $3,624,000 | -8.6% | 85,501 | -6.0% | 0.38% | +5.6% |
| Q2 2022 | $3,965,000 | -36.8% | 90,918 | -29.1% | 0.36% | -29.5% |
| Q1 2022 | $6,274,000 | -0.3% | 128,276 | +5.5% | 0.50% | -2.1% |
| Q4 2021 | $6,292,000 | +6.1% | 121,539 | +6.7% | 0.52% | -15.5% |
| Q3 2021 | $5,931,000 | +14.3% | 113,913 | +14.9% | 0.61% | +17.3% |
| Q2 2021 | $5,187,000 | +54.6% | 99,167 | +52.4% | 0.52% | +47.6% |
| Q1 2021 | $3,355,000 | +92.2% | 65,074 | +93.5% | 0.35% | +80.1% |
| Q4 2020 | $1,746,000 | +32.2% | 33,638 | +27.3% | 0.20% | +5.4% |
| Q3 2020 | $1,321,000 | – | 26,421 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 82,949 | $35,459,300 | 12.28% |
| Windsor Capital Management, LLC | 135,660 | $5,952,772 | 2.06% |
| Founders Financial Alliance, LLC | 83,382 | $3,658,823 | 1.60% |
| LOCKERMAN FINANCIAL GROUP, INC. | 8,747 | $383,802 | 1.03% |
| Vawter Financial, Ltd. | 22,256 | $976,593 | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 421,169 | $18,481,279 | 0.77% |
| Wolf Group Capital Advisors | 33,710 | $1,479,202 | 0.70% |
| NICOLET ADVISORY SERVICES, LLC | 121,709 | $5,258,489 | 0.58% |
| Pinnacle Wealth Planning Services, Inc. | 80,534 | $3,533,817 | 0.58% |
| Vestmark Advisory Solutions, Inc. | 147,440 | $6,469,667 | 0.47% |